Category: Markets

24 Apr 2017
VIX, Managed Futures, Markets, Volatility

VIX Trordinary

We had three professional hedge fund managers (technically, commodity trading advisors since these are VIX futures) share how they view volatility as an investment opportunity, not just a fear gauge in a recent webinar.

16 Mar 2017
Billionaire Investor, Millionaire mistakes

Billionaire Investor, Millionaire Mistakes

If you’re looking for a case study of what a horrible idea it is to invest based on what billionaires invest in, look no further than Bill Ackman (head of Pershing Square Hedge Fund) and his disastrous Valeant trade. This week, Ackman finally got rid of his remaining Valeant shares, totaling roughly $4 Billion in […]

28 Feb 2017
Don't Call it a Comeback

Don’t Call it a Comeback – Part II

That’s why you invest in a process, not a track record. For now, it’s worth acknowledging and recognizing that drawdowns can end. That investors can be rewarded for investing in drawdowns, and that managers can pivot and improve without abandoning their roots and core beliefs about markets.

27 Feb 2017
Back to Backwardation for Crude?

Back To Backwardation for Crude?

One quick look at the Crude oil market over the past five years – it’s easy to see the development of a $8-dollar range that’s made it tough for most energy traders (here’s the exception) to find returns.  We mentioned in our recent 2017 Outlook that the Oil market is poised for a breakout either […]